One of the primary reasons why a tax professional is essential for divestiture is their expertise in understanding equity.
Equity refers to the ownership interest in a company, and it can take various forms such as stock options, restricted stock units, or other equity-based compensation.
When divesting a business unit, it is crucial to consider the tax implications of transferring or selling equity to ensure compliance with tax laws and minimize tax liabilities.
In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees.
He interviews Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation.
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Listen to the full episode here:
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YouTube:
https://www.youtube.com/@techcareersandmoneytalk/videos
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Audio Podcast:
https://www.techcareersandmoneytalk.com/fee-only-financial-advisor
